BlackRock Technology & Private Equity Term Trust
BTX- 交易所
- NYSE
- SEC CIK
- 0001836057
近 90 天，BlackRock Technology & Private Equity Term Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 119 家機構在 13F 申報持有，市值合計 $3.09 億；沒有大師持有。
2026 年第 1 季 13F 持有人
BlackRock Technology & Private Equity Term Trust 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 109
- 較 2025 年第 4 季 +14 家
- 持有股數
- 3,183 萬
- 較 2025 年第 4 季 +458.1 萬 (+16.8%)
- 總市值
- $2.10 億
- 較 2025 年第 4 季 +$3,036 萬 (+16.9%)
- 新進機構
- 28
- 另有 36 家加碼
- 清倉機構
- 14
- 另有 29 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 119 | $3.09 億 |
| 2026 年第 1 季 | 109 | $2.10 億 |
| 2025 年第 4 季 | 97 | $1.80 億 |
| 2025 年第 3 季 | 91 | $1.28 億 |
| 2025 年第 2 季 | 117 | $7.45 億 |
| 2025 年第 1 季 | 115 | $6.52 億 |
| 2024 年第 4 季 | 111 | $7.44 億 |
| 2024 年第 3 季 | 112 | $7.40 億 |
| 2024 年第 2 季 | 121 | $7.04 億 |
| 2024 年第 1 季 | 110 | $7.34 億 |
| 2023 年第 4 季 | 117 | $5.98 億 |
| 2023 年第 3 季 | 114 | $4.50 億 |
| 2023 年第 2 季 | 106 | $4.82 億 |
| 2023 年第 1 季 | 106 | $4.60 億 |
| 2022 年第 4 季 | 111 | $3.71 億 |
| 2022 年第 3 季 | 107 | $2.94 億 |
| 2022 年第 2 季 | 92 | $2.94 億 |
| 2022 年第 1 季 | 83 | $3.74 億 |
| 2021 年第 4 季 | 81 | $5.07 億 |
| 2021 年第 3 季 | 51 | $2.80 億 |
| 2021 年第 2 季 | 42 | $2.11 億 |
| 2021 年第 1 季 | 27 | $8,576 萬 |
2026 年第 1 季持有機構
每家機構持有 BlackRock Technology & Private Equity Term Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 10,044,148 | $6,629 萬 | 0.00% | +2,750,275+37.7% | 加碼 |
| Lazard Asset Management LLC | 3,364,475 | $2,221 萬 | 0.04% | −14,308−0.4% | 減碼 |
| Rivernorth Capital Management, LLC | 2,570,038 | $1,696 萬 | 0.86% | +2,570,038 | 新進 |
| Invesco Ltd. | 1,778,169 | $1,174 萬 | 0.00% | −33,193−1.8% | 減碼 |
| Absolute Investment Advisers LLC | 1,549,398 | $1,023 萬 | 1.20% | +915,474+144.4% | 加碼 |
| Quantedge Capital Pte Ltd | 1,187,179 | $783.5 萬 | 4.29% | +300,100+33.8% | 加碼 |
| Penserra Capital Management LLC | 1,085,343 | $716.3 萬 | 0.08% | −1,931,894−64.0% | 減碼 |
| Raymond James Financial Inc | 815,175 | $538.0 萬 | 0.00% | −101,274−11.1% | 減碼 |
| Saba Capital Management, L.P. | 764,197 | $504.4 萬 | 0.16% | +764,197 | 新進 |
| Advisors Asset Management, Inc. | 715,938 | $472.5 萬 | 0.08% | +200,997+39.0% | 加碼 |
| Quarry LP | 682,532 | $450.5 萬 | 0.91% | +512,466+301.3% | 加碼 |
| Matisse Capital | 593,000 | $391.4 萬 | 1.68% | +22,000+3.9% | 加碼 |
| UBS Group AG | 581,214 | $383.6 萬 | 0.00% | −15,175−2.5% | 減碼 |
| Z3 Capital Partners, LLC | 550,559 | $363.4 萬 | 0.92% | −16,829−3.0% | 減碼 |
| Bank of America Corp | 447,999 | $295.7 萬 | 0.00% | +30,745+7.4% | 加碼 |
| Ameriprise Financial Inc | 446,783 | $294.9 萬 | 0.00% | −7,278−1.6% | 減碼 |
| Royal Bank of Canada | 372,470 | $245.8 萬 | 0.00% | −11,677−3.0% | 減碼 |
| Rockefeller Capital Management L.P. | 328,586 | $216.9 萬 | 0.00% | +850.0% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 306,083 | $202.0 萬 | 0.29% | +65,910+27.4% | 加碼 |
| Private Advisor Group, LLC | 292,211 | $192.9 萬 | 0.01% | +98,800+51.1% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 280,753 | $185.3 萬 | 0.63% | −262,442−48.3% | 減碼 |
| Oppenheimer & Co Inc | 217,382 | $143.5 萬 | 0.02% | −5,138−2.3% | 減碼 |
| Wolverine Asset Management LLC | 212,686 | $140.4 萬 | 0.02% | −560,366−72.5% | 減碼 |
| GWM Advisors LLC | 193,504 | $127.7 萬 | 0.00% | −46,048−19.2% | 減碼 |
| Millennium Management LLC | 164,835 | $108.8 萬 | 0.00% | +164,835 | 新進 |
| Quantinno Capital Management LP | 158,168 | $104.4 萬 | 0.00% | −15,852−9.1% | 減碼 |
| Shaker Financial Services, LLC | 138,908 | $91.7 萬 | 0.32% | −55,360−28.5% | 減碼 |
| Jane Street Group, LLC | 115,075 | $75.9 萬 | 0.00% | −215,439−65.2% | 減碼 |
| HighTower Advisors, LLC | 103,852 | $68.5 萬 | 0.00% | +31,956+44.4% | 加碼 |
| Sanctuary Advisors, LLC | 93,133 | $61.5 萬 | 0.00% | +1,066+1.2% | 加碼 |
| LPL Financial LLC | 85,585 | $56.5 萬 | 0.00% | −8,035−8.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 84,306 | $55.6 萬 | 0.15% | −24,593−22.6% | 減碼 |
| Susquehanna International Group, LLP | 77,892 | $51.4 萬 | 0.00% | −12,549−13.9% | 減碼 |
| Chapin Davis, Inc. | 74,548 | $49.2 萬 | 0.11% | +5,049+7.3% | 加碼 |
| Advisor Group Holdings, Inc. | 69,616 | $45.9 萬 | 0.00% | +16,954+32.2% | 加碼 |
| Stifel Financial Corp | 62,866 | $41.5 萬 | 0.00% | −26,573−29.7% | 減碼 |
| Wedbush Securities Inc | 62,160 | $41.0 萬 | 0.01% | +6,429+11.5% | 加碼 |
| RSM US Wealth Management LLC | 60,375 | $39.8 萬 | 0.00% | +22,303+58.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 60,089 | $39.7 萬 | 0.04% | −5,371−8.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 51,419 | $33.9 萬 | 0.00% | +33,238+182.8% | 加碼 |
| Indivisible Partners | 45,701 | $30.2 萬 | 0.03% | +5,097+12.6% | 加碼 |
| XTX Topco Ltd | 35,321 | $23.3 萬 | 0.00% | +35,321 | 新進 |
| Central Trust Co | 35,200 | $23.2 萬 | 0.00% | +35,200 | 新進 |
| Merit Financial Group, LLC | 34,213 | $22.6 萬 | 0.00% | +10,664+45.3% | 加碼 |
| Accredited Investor Services, LLC | 32,781 | $21.6 萬 | 0.14% | +13,082+66.4% | 加碼 |
| TrueMark Investments, LLC | 29,708 | $19.6 萬 | 0.04% | +1,512+5.4% | 加碼 |
| Mariner, LLC | 30,445 | $19.1 萬 | 0.00% | −4,717−13.4% | 減碼 |
| CSS LLC | 28,700 | $18.9 萬 | 0.01% | +28,700 | 新進 |
| RFG Advisory, LLC | 28,331 | $18.7 萬 | 0.00% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 27,195 | $17.9 萬 | 0.01% | +5,677+26.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 26,397 | $17.4 萬 | 0.00% | +2,770+11.7% | 加碼 |
| Punch & Associates Investment Management, Inc. | 24,905 | $16.4 萬 | 0.01% | +24,905 | 新進 |
| Wells Fargo & Company | 24,663 | $16.3 萬 | 0.00% | −16,187−39.6% | 減碼 |
| Cetera Investment Advisers | 22,004 | $14.5 萬 | 0.00% | +8,626+64.5% | 加碼 |
| Closed-End Fund Advisors, Inc. | 21,983 | $14.5 萬 | 0.15% | +6,359+40.7% | 加碼 |
| Commonwealth Equity Services, LLC | 21,919 | $14.5 萬 | 0.00% | +21,919 | 新進 |
| Advisory Services Network, LLC | 20,368 | $13.4 萬 | 0.00% | +20,368 | 新進 |
| Lido Advisors, LLC | 20,086 | $13.3 萬 | 0.00% | −23−0.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 19,772 | $13.0 萬 | 0.00% | +19,772 | 新進 |
| Mount Yale Investment Advisors, LLC | 19,772 | $13.0 萬 | 0.00% | +19,772 | 新進 |
| Kovack Advisors, Inc. | 18,809 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| PFG Investments, LLC | 18,655 | $12.3 萬 | 0.01% | +1,340+7.7% | 加碼 |
| Westwood Holdings Group Inc. | 18,300 | $12.1 萬 | 0.00% | +18,300 | 新進 |
| Silver Oak Securities, Inc | 17,135 | $11.3 萬 | 0.01% | +3,587+26.5% | 加碼 |
| Creative Planning | 16,962 | $11.2 萬 | 0.00% | +16,962 | 新進 |
| Change Path, LLC | 16,522 | $10.9 萬 | 0.00% | +39+0.2% | 加碼 |
| Samalin Investment Counsel, LLC | 16,366 | $10.8 萬 | 0.04% | +16,366 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 15,772 | $10.4 萬 | 0.01% | +4,859+44.5% | 加碼 |
| City of London Investment Management Co Ltd | 14,900 | $9.83 萬 | 0.01% | −6,100−29.0% | 減碼 |
| Successful Portfolios LLC | 15,275 | $9.71 萬 | 0.05% | −200−1.3% | 減碼 |
| Level Four Advisory Services, LLC | 14,337 | $9.46 萬 | 0.00% | +350+2.5% | 加碼 |
| Occidental Asset Management, LLC | 14,078 | $9.29 萬 | 0.01% | +14,078 | 新進 |
| David J Yvars Group | 13,689 | $9.03 萬 | 0.05% | −73−0.5% | 減碼 |
| Delta Investment Management, LLC | 13,250 | $8.74 萬 | 0.02% | +13,250 | 新進 |
| Tactive Advisors, LLC | 13,115 | $8.66 萬 | 0.02% | −1,906−12.7% | 減碼 |
| City State Bank | 12,913 | $8.52 萬 | 0.02% | 00.0% | 不變 |
| PCM Encore, LLC | 12,087 | $7.98 萬 | 0.02% | +12,087 | 新進 |
| Moors & Cabot, Inc. | 12,000 | $7.92 萬 | 0.00% | +12,000 | 新進 |
| Barrett & Company, Inc. | 11,343 | $7.49 萬 | 0.03% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 11,189 | $7.38 萬 | 0.00% | −1,177−9.5% | 減碼 |
| King Luther Capital Management Corp | 11,063 | $7.30 萬 | 0.00% | +11,063 | 新進 |
| Plancorp, LLC | 10,000 | $7.23 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 10,900 | $7.19 萬 | 0.01% | +10,900 | 新進 |
| NewEdge Wealth, LLC | 10,767 | $7.11 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna Advisors Group, Inc. | 10,600 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 10,413 | $6.87 萬 | 0.00% | +10,413 | 新進 |
| Sowell Financial Services LLC | 10,397 | $6.86 萬 | 0.00% | +186+1.8% | 加碼 |
| Ignite Planners, LLC | 10,286 | $6.79 萬 | 0.01% | −837−7.5% | 減碼 |
| Baxter Bros Inc | 10,000 | $6.60 萬 | 0.01% | +10,000 | 新進 |
| CWM, LLC | 9,974 | $6.58 萬 | 0.00% | +193+2.0% | 加碼 |
| Fifth Third Bancorp | 8,658 | $5.71 萬 | 0.00% | +8,658 | 新進 |
| BlackRock, Inc. | 7,443 | $4.91 萬 | 0.00% | +2,443+48.9% | 加碼 |
| WPG Advisers, LLC | 7,055 | $4.66 萬 | 0.03% | +2,509+55.2% | 加碼 |
| Atlantic Union Bankshares Corp | 2,447 | $1.61 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 2,039 | $1.35 萬 | 0.00% | +789+63.1% | 加碼 |
| Eastern Bank | 1,867 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,500 | $9,900 | 0.00% | +1,500 | 新進 |
| Clark Wealth Partners | 1,340 | $8,844 | 0.01% | +1,340 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,235 | $8,151 | 0.00% | 00.0% | 不變 |
| Osbon Capital Management LLC | 1,229 | $8,114 | 0.01% | +29+2.4% | 加碼 |